Business systems showroom
The showroom is a guided look at the platform through businesses you understand. Open a room to see the customer records, work board, booking flow, website, follow-up, and repeat business shaped around that operation.
Each room uses sample data and real workflow stages from the same connected platform.
Swipe through featured rooms
Inside the business
The Chair Room
+ 2 more stages
Business room
Keep every regular, service note, and return visit within reach.
Keep client history, booking requests, service notes, and rebooking cadence in one branded workspace.
Inside the business
Goodwork Heating & Air
+ 3 more stages
Business room
Turn repair calls into scheduled work and maintenance customers.
Move repair calls from intake to estimate, schedule, invoice, payment, and a maintenance relationship.
Inside the business
Greenline Lawn Co.
+ 3 more stages
Business room
Keep every property, route day, recurring visit, and renewal accounted for.
Keep properties, quote requests, recurring mowing, service days, and renewal dates in one view.
What runs underneath
CRM means customer relationship management. It gives you one place for customer records, inquiries, bookings, jobs, quotes, payments, and follow-up.
When a customer calls again, you can see who they are, what happened last time, and what should happen next.
Follow one customerGoodwork Heating & Air
Sample business dashboard
Today
New inquiries
12
Quotes open
6
Jobs booked
9
Follow-up due
4
Recent customer activity
Form received
Miller residence
Quote approved
Oak Street Dental
Visit booked
Lena Ortiz
Customer path
The value is not another dashboard. It is knowing that each step adds to the same customer history instead of creating another disconnected list.
A public form or booking request creates the customer record and activity history.
Contact details, intake answers, source, notes, and prior activity stay in one place.
The request moves through stages built around the way your kind of business operates.
Services, prices, booking details, tasks, and quote records stay connected to the customer.
Mark the work complete, keep the invoice record, and use your Stripe payment path.
See who needs attention, who may be slipping away, and who is ready to return.
CRM Stack covers the customer-facing entry points and the owner-facing tools needed to keep work moving.
See it in my kind of businessNames, phone numbers, emails, custom fields, notes, and a complete activity timeline.
Trade-specific stages that show what is new, scheduled, active, won, lost, or at risk.
Public intake pages that write directly to the CRM instead of leaving loose notifications.
Today, overdue, upcoming, and completed work tied back to the right customer.
A service catalog and sales records with terms, tax, discounts, and status.
Simple public business pages connected to forms, maps, services, and tracked links.
A practical view of pipeline movement, open work, and recorded revenue.
Fourteen showroom entry points backed by ten real vertical packs and their operating language.
A system you control
The license is a one-time purchase. The system runs on hosting you control, and the customer database stays with your installation.
Use the business name, domain, accent, and operating language that fit you.
Customer information stays in the database file on your host.
Hosting, Stripe, email, DNS, and backups remain under accounts you control.
Run it yourself, add Launch Setup, or keep the optional Care Plan.
The Founders License includes the complete CRM modules and every current business pack. Hosting and third-party services remain in your name.
CRM Stack Founders License
Run the complete customer system for your business without a required monthly CRM subscription.
Launch Setup
Work through hosting, Stripe, email, domain, and branding setup with guidance.
Optional Care Plan
Ongoing updates, maintenance, backup guidance, and priority support.
Setup time depends on your hosting, domain provider, and third-party account verification. We do not promise an artificial launch time.
What the system is, what it costs, and what you still need to bring.
CRM means customer relationship management. In plain language, it is the place where your customer details, inquiries, bookings, quotes, jobs, payments, notes, and follow-up stay connected.
No. CRM Stack currently includes business setups for salons, barbershops, independent stylists, HVAC, plumbing, electrical, lawn care, landscaping, pest control, pool service, tree service, house cleaning, restaurants, and bakeries. Each room uses the workflow and language already supported by the product.
The rooms use sample data, but their terminology, pipeline stages, forms, and modules come from the real CRM Stack product. Sample data is labeled wherever it appears.
No. The CRM license is a one-time purchase. You still pay for the hosting and third-party services you choose. The monthly Care Plan is optional.
Basic server and account setup helps because the system runs on hosting you control. The buyer guides cover the path, and the $250 Launch Setup is available if you want help connecting hosting, Stripe, email, and your domain.
Live SMS, a voice calling console, bulk email campaigns, full marketing automation, and built-in ad attribution are not current dashboard features. CRM Stack focuses on the connected customer record and the operating workflow around it.
CRM Stack also supports agency ownership, white-label branding, and multiple client workspaces. That offer has its own explanation and pricing on the For Agencies page.
Open a room, follow the work, and decide whether CRM Stack fits the way you operate.